IBTH ISHARES TR
IBONDS 27 TRM TS
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 312 | 83,925,496 | $18.77亿 | 18 | 153 | 71 | 17 | $1.05亿 |
| 2026Q1 | 315 | 79,916,019 | $17.93亿 | 26 | 162 | 68 | 13 | $1.59亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,833.02万 |
| Connecticut Wealth Management, LLC | 加仓 | $2,310.37万 |
| NorthCoast Asset Management LLC | 加仓 | $1,562.74万 |
| Stratos Wealth Advisors, LLC | 加仓 | $1,088.22万 |
| UBS Group AG | 加仓 | $935.32万 |
| BlackRock, Inc. | 加仓 | $876.18万 |
| L2 Asset Management, LLC | 加仓 | $669.92万 |
| Fulton Bank, N.A. | 加仓 | $599.59万 |
| TITLEIST ASSET MANAGEMENT, LLC | 加仓 | $585.20万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 加仓 | $562.84万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $552.37万 |
| Financial Advisory Corp | 加仓 | $550.84万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $549.69万 |
| Independent Advisor Alliance | 加仓 | $502.49万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $425.93万 |
| GLOBALT Investments LLC / GA | 加仓 | $377.69万 |
| Integrated Wealth Concepts LLC | 加仓 | $364.61万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $314.35万 |
| Cornerstone Planning, LLC | 新建仓 | $310.59万 |
| Hilltop Holdings Inc. | 加仓 | $296.08万 |
2026Q1 卖出最多
| HM PAYSON & CO | 减仓 | -$1,508.68万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 清仓 | -$969.10万 |
| TRUE Private Wealth Advisors | 减仓 | -$609.79万 |
| MBL Wealth, LLC | 清仓 | -$569.17万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$433.01万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$264.51万 |
| Old Port Advisors | 减仓 | -$244.06万 |
| Investor's Fiduciary Advisor Network, LLC | 清仓 | -$229.90万 |
| Probity Advisors, Inc. | 减仓 | -$200.06万 |
| TABLEAUX LLC | 减仓 | -$179.32万 |
| CENTRAL TRUST Co | 减仓 | -$141.39万 |
| MV CAPITAL MANAGEMENT, INC. | 减仓 | -$121.38万 |
| CHATHAM CAPITAL GROUP, INC. | 减仓 | -$96.19万 |
| Legacy Private Trust Co. | 减仓 | -$78.63万 |
| Keeler Thomas Management LLC | 减仓 | -$66.99万 |
| Mariner, LLC | 减仓 | -$60.30万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$55.33万 |
| Gradient Investments LLC | 减仓 | -$49.29万 |
| Janney Montgomery Scott LLC | 减仓 | -$42.91万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$41.68万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| HM PAYSON & CO | 6,756,711 | $1.52亿 | 2.19% | -672,615 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 3,767,638 | $8,450.81万 | 0.01% | 245,067 | 加仓 |
| MORGAN STANLEY | 3,708,002 | $8,317.05万 | 0.01% | 104,687 | 加仓 |
| GLOBALT Investments LLC / GA | 2,998,377 | $6,725.36万 | 2.40% | 168,385 | 加仓 |
| NorthCoast Asset Management LLC | 2,637,447 | $5,915.79万 | 1.37% | 696,718 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,491,035 | $5,587.39万 | 0.01% | -24,668 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,467,661 | $5,534.96万 | 0.08% | 189,891 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,901,070 | $4,264.10万 | 0.01% | 1,263,050 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,874,584 | $4,204.69万 | 0.01% | 140,149 | 加仓 |
| LPL Financial LLC | 1,811,146 | $4,062.40万 | 0.01% | 64,069 | 加仓 |
| NewEdge Advisors, LLC | 1,741,940 | $3,907.17万 | 0.14% | -2,571 | 减仓 |
| Brookstone Capital Management | 1,720,033 | $3,858.03万 | 0.44% | 18,307 | 加仓 |
| UBS Group AG | 1,699,627 | $3,812.26万 | 0.01% | 416,994 | 加仓 |
| TRUE Private Wealth Advisors | 1,678,023 | $3,763.81万 | 3.59% | -271,862 | 减仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,481,203 | $3,322.54万 | 0.20% | 246,251 | 加仓 |
| Focus Partners Wealth | 1,405,276 | $3,152.04万 | 0.04% | -4,610 | 减仓 |
| Integrated Wealth Concepts LLC | 1,313,543 | $2,946.28万 | 0.23% | 162,553 | 加仓 |
| Stratos Wealth Advisors, LLC | 1,287,702 | $2,888.32万 | 1.77% | 485,162 | 加仓 |
| Connecticut Wealth Management, LLC | 1,240,205 | $2,781.78万 | 1.17% | 1,030,037 | 加仓 |
| Financial Advisory Corp | 1,205,677 | $2,704.33万 | 3.76% | 245,584 | 加仓 |
| Merit Financial Group, LLC | 1,187,645 | $2,663.89万 | 0.20% | 17,903 | 加仓 |
| Stratos Wealth Partners, LTD. | 1,047,678 | $2,349.94万 | 0.27% | 30,173 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 941,755 | $2,112.36万 | 0.31% | 250,932 | 加仓 |
| Capital Investment Advisors, LLC | 900,558 | $2,019.95万 | 0.30% | -9,960 | 减仓 |
| Journey Advisory Group, LLC | 872,105 | $1,956.13万 | 1.67% | 22,269 | 加仓 |
| OneAscent Financial Services LLC | 813,004 | $1,823.57万 | 0.98% | 108,562 | 重新持有 |
| MKT Advisors LLC | 804,133 | $1,799.25万 | 6.03% | 23,053 | 加仓 |
| Denver PWM, LLC | 772,699 | $1,729.69万 | 5.90% | 29,288 | 加仓 |
| Asset Advisors Investment Management, LLC | 745,721 | $1,672.65万 | 1.59% | 35,456 | 加仓 |
| Carnegie Investment Counsel | 734,551 | $1,647.60万 | 0.32% | 125,256 | 加仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 686,345 | $1,539.47万 | 1.16% | 260,899 | 加仓 |
| BlackRock, Inc. | 673,518 | $1,510.70万 | 0.00% | 390,630 | 加仓 |
| Fulton Bank, N.A. | 632,365 | $1,418.39万 | 0.50% | 267,315 | 加仓 |
| OSAIC HOLDINGS, INC. | 614,994 | $1,379.85万 | 0.02% | 13,593 | 加仓 |
| MV CAPITAL MANAGEMENT, INC. | 605,306 | $1,357.70万 | 1.33% | -54,116 | 减仓 |
| ROYAL BANK OF CANADA | 595,791 | $1,336.40万 | 0.00% | -17,035 | 减仓 |
| Krilogy Financial LLC | 587,025 | $1,315.82万 | 0.42% | 30,533 | 加仓 |
| CWM, LLC | 562,325 | $1,261.29万 | 0.03% | 20,371 | 加仓 |
| Wealth Management Strategies, Inc. | 537,218 | $1,204.98万 | 5.45% | 22,204 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 536,682 | $1,203.78万 | 0.01% | 83,507 | 加仓 |
| SHELTON WEALTH MANAGEMENT, LLC | 456,390 | $1,023.68万 | 4.48% | 69,502 | 加仓 |
| Sanctuary Advisors, LLC | 429,045 | $962.35万 | 0.05% | 47,455 | 加仓 |
| CHATHAM CAPITAL GROUP, INC. | 418,786 | $939.34万 | 1.36% | -42,886 | 减仓 |
| Apella Capital, LLC | 410,722 | $921.46万 | 0.14% | 16,107 | 加仓 |
| BIP Wealth, LLC | 408,299 | $915.82万 | 0.37% | 94,569 | 加仓 |
| Baird Financial Group, Inc. | 391,510 | $878.16万 | 0.01% | 125,236 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 374,080 | $839.06万 | 0.01% | 50,998 | 加仓 |
| Delta Wealth Advisors LLC | 372,920 | $836.46万 | 6.37% | 26,326 | 加仓 |
| EIGHT 31 FINANCIAL, LLC | 355,656 | $797.74万 | 4.82% | -8,647 | 减仓 |
| Hilltop Holdings Inc. | 349,939 | $784.91万 | 0.71% | 132,002 | 加仓 |
内部人交易（Form 4）
IBTH 董事、高管和大股东的最新买卖申报。专业版可看 🔒